Cormier & Rea announce additional office at 483 Summer St, Ste 2000, Arlington, MA

Menu of Available Services

Jonathan P. Cormier, EA and Leonard D. Rea, EA, CFP® (Enrolled Agent, Certified Financial Planner™), serving individuals and businesses in the Massachusetts area since 1986.

With over 40 years of combined experience in taxation and financial planning, our team has been providing comprehensive financial services (retirement, investment, estate planning), as well as a full range of business and individual tax planning and preparation throughout the Sturbridge, Worcester, Southbridge, and Central Massachusetts area.

Tax and Accounting

 see my Tax Services and Small Business Services pages for full details.

  • Individual and Business Tax Preparation
  • Electronic Filing
  • Payroll Services and Reporting
  • Accounting & Bookkeeping
  • Tax Planning and Consulting
  • Tax Reduction Strategies
  • Quickbooks® (Intuit Inc.) software set up and training
  • Accounting software selection

Financial Services:

see my Financial Services page for details

  • Cash Management and Budgeting
  • Risk Management and Insurance
  • Income Tax Planning
  • Education Planning
  • Retirement Planning
  • Business Clients: Pension Plan and Profit Sharing Plans
  • Estate Planning

Insurance:

  • Fixed Annuities
  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance

Planning Services:

  • Retirement Planning
  • College Planning
  • Tax Reduction Strategies
  • Cash Flow Analysis
  • Insurance Analysis

Other Services:

You may encounter situations where you might need advice and are encouraged to call our office during the year. In most cases there is no charge for these services for our clients:

  • Change or leave a job – begin collecting unemployment
  • Before receiving a distribution from a 401K, IRA or pension plan
  • Buy or sell a house or rental property
  • Receive an inheritance
  • Sell or redeem more than $2,000 in stocks, bonds or mutual funds
  • Start, sell or close a small business
  • Giving or receiving a gift over $11,000
  • Retire or start receiving Social Security
  • Anytime your investment time horizon changes
  • Have a new child
  • Have a change in your marital status
  • Receive a notice the IRS or State Dept. of Revenue
  • Any situation where you just want to talk, or get a second opinion

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material may have been developed and produced by a third party to provide information on a topic that may be of interest. Any third party content providers are not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. 3200 Olympus Blvd, Suite 100, Dallas, TX 75019 (972) 870-6000.

The Avantax family of companies exclusively provide financial products and services through its financial representatives. Although Avantax Wealth Management® does not provide or supervise tax or accounting services, Avantax representatives may offer these services through their independent outside business. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management® or its subsidiaries. Avantax Wealth Management® is not responsible for and does not control, adopt, or endorse any content contained on any third party website.